Missing Billing Terms List General Tab

Use the General tab to select report options for the Missing Billing Terms List and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Include only Projects that have no labor terms and cannot use Reporting Default Terms Select this option to include projects for which both of the following are true:
  • The project has no billing terms, or it has No labor billing as the labor method in its billing terms.

  • The project's billing currency is different than the currency for the labor rate table or the override table specified on the Labor tab in the Reporting Default Terms form.

Vision prevents you from running certain processes for these projects. When that occurs, print the report with this option selected to identify the projects for which the billing currency discrepancy exists.